Whitley Penn Admits Six Professionals to Partnership

Fort Worth, Texas-based Whitley Penn (FY18 net revenue of $114.1 million) announces that six professionals were admitted to the partnership on Jan. 1: Tommy Byrd, Melinda Jones, Josh Plunk, Chase Tipton, Justin Wetzler and John Williamson.

“Their commitment to client service and the firm have been integral to their career growth and the firm’s success,” states MP Larry Autrey.

Byrd advises public and private clients in the following industries: oil and gas, health care, service, industrial manufacturing and transportation. He has also had significant exposure to international tax, sales tax, IRS audits, mergers and acquisitions, and state and local tax.

Jones leads Whitley Penn’s financial institutions tax practice. She has experience as a community bank CFO and serves clients in all sectors. Her areas of practice include financial institutions, professional services, real estate, telecommunications, computer software and title companies as well as high-net-worth individuals. She is responsible for training and mentoring associates and is a frequent speaker for various industry groups.

Plunk began his accounting career as a fiduciary and estate tax accountant with a large national bank before deciding to pursue a career in public accounting. His experience focuses on wealth management and individual, gift, and estate planning and compliance. He also has experience as a technical and review editor for several estate planning and compliance publications.

Tipton has 12 years of experience focused primarily on exploration and production companies in the oil and gas industry ranging in size and structure from individuals, private equity funds, partnerships and family offices. His client base also includes industries such as farming and ranching, manufacturing, construction, transportation and real estate.

Wetzler advises clients in all tax-related matters including taxation of subchapter S corporations, partnerships, multi-state taxation, not-for-profit organizations, oil and gas taxation, and planning and consulting for high-net-worth individuals and small businesses. His experience ranges from small and family-owned business to private equity funds with significant capital commitments. Wetzler’s client base ranges across multiple industries.

Williamson has more than nine years of risk advisory services experience with public and private clients providing numerous services. He works with clients in the technology, financial institutions, financial services and alternative investments, manufacturing and distribution, real estate, energy, health care, professional services and public sector industries.

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